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Stamos Capital Partners’s Apple AAPL Stock Holding History

Stamos Capital Partners’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.47M Buy
29,441
+1,283
+5% +$334K 1.17% 19
2025
Q4 		$7.66M Buy
28,158
+987
+4% +$265K 1.23% 18
2025
Q3 		$6.92M Sell
27,171
-7,190
-21% -$1.62M 1.31% 18
2025
Q2 		$7.05M Buy
34,361
+19,870
+137% +$4.01M 1.26% 20
2025
Q1 		$3.22M Buy
14,491
+8,531
+143% +$1.98M 0.84% 29
2024
Q4 		$1.49M Sell
5,960
-2,660
-31% -$627K 0.35% 87
2024
Q3 		$2.01M Sell
8,620
-7,460
-46% -$1.67M 0.47% 66
2024
Q2 		$3.39M Buy
16,080
+1,300
+9% +$242K 0.72% 30
2024
Q1 		$2.53M Sell
14,780
-610
-4% -$111K 0.58% 42
2023
Q4 		$2.96M Sell
15,390
-10,630
-41% -$1.96M 0.8% 34
2023
Q3 		$4.45M Hold
26,020
– – 0.99% 25
2023
Q2 		$5.05M Sell
26,020
-8,570
-25% -$1.49M 1.18% 23
2023
Q1 		$5.7M Buy
34,590
+3,730
+12% +$550K 1.47% 18
2022
Q4 		$4.01M Sell
30,860
-22,870
-43% -$3.27M 1.27% 18
2022
Q3 		$7.42M Buy
53,730
+11,140
+26% +$1.75M 1.89% 16
2022
Q2 		$5.82M Hold
42,590
– – 1.76% 23
2022
Q1 		$7.44M Buy
42,590
+14,390
+51% +$2.42M 2.48% 16
2021
Q4 		$5.01M Sell
28,200
-5,440
-16% -$860K 2.32% 20
2021
Q3 		$4.76M Sell
33,640
-5,760
-15% -$848K 2.66% 14
2021
Q2 		$5.4M Sell
39,400
-6,100
-13% -$790K 2.84% 13
2021
Q1 		$5.56M Hold
45,500
– – 2.81% 12
2020
Q4 		$6.04M Sell
45,500
-4,500
-9% -$541K 2.57% 6
2020
Q3 		$5.79M Buy
+50,000
New +$5.46M 2.15% 17
2020
Q2 		– Sell
-126,812
Closed -$8.06M – 54
2020
Q1 		$8.06M Buy
126,812
+71,920
+131% +$5.29M 4.25% 2
2019
Q4 		$4.03M Sell
54,892
-21,908
-29% -$1.41M 3.25% 2
2019
Q3 		$4.3M Sell
76,800
-3,200
-4% -$167K 3.82% 4
2019
Q2 		$4.03M Sell
80,000
-118,000
-60% -$5.75M 4.03% 3
2019
Q1 		$8.66M Sell
198,000
-56,400
-22% -$2.39M 11.1% 1
2018
Q4 		$10M Buy
+254,400
New +$12.3M 7.56% 2

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stamos Capital Partners's AAPL Position: Q1 2026 in Review

Stamos Capital Partners increased its Apple (AAPL) stake by 4.6% in Q1 2026, buying an estimated $334K and bringing the position to 29,441 shares worth $7.47M. The position accounts for 1.17% of the portfolio, ranked #19.

Stamos Capital Partners first reported a position in AAPL in Q4 2018 and has held it in 29 quarters since. The position peaked at $10M in Q4 2018. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Stamos Capital Partners held 29,441 shares of Apple worth $7.47M as of Q1 2026.
  • Stamos Capital Partners bought 1,283 Apple shares in Q1 2026, an estimated $334K.
  • Apple made up 1.17% of Stamos Capital Partners's portfolio in Q1 2026, its #19 holding.
  • Stamos Capital Partners first reported a position in Apple in Q4 2018 and has held it in 29 quarters since.
  • Stamos Capital Partners's Apple position peaked at $10M in Q4 2018.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.